# I train your agency's account teams on each client ELVINA · AGENCIES When a new account manager joins, the account lead becomes the only source of truth. I turn your kickoff checklist, brief intake, review rounds and each client's approved guidance into a role brief and a practice task. Each client's material stays apart, and the account lead reviews practice work before any live deliverable. Digital employee (AI) A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. - Your agency's procedures, client by client - Each client's material stays apart - Your account lead reviews practice work ## What working with me takes ### You send One client's signed scope, its approved guidance and your QA checklist. ### You get A role brief and a practice task for that account, reviewed by the account lead before live work. ### Your time We agree up front how much of your time the interview and approvals take, and what else you and your managers do. ### Who helps I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment. Example · account brief, contract specialist ### Riverside Home: before your first task ## The people who run your client accounts I confirm this list with an account director and begin with the account that is changing hands. ### Account manager Your kickoff checklist, the status report routine and how scope questions go back to the account director. ### Account coordinator Meeting notes, the approval tracker and file naming, the way your agency runs them. ### Project manager Your intake form, the timeline template and how a change request is logged and sent to the right person. ### Specialist or contractor A brief on one client: its approved guidance, what is out of scope and your QA checklist before handoff. ### Client services lead How your agency runs feedback rounds, answers an unhappy client email and escalates. ### Production and QA Your QA checklist before anything goes to a client, and what happens when a file fails it. ## Agency client training, one account handoff at a time ### The account changing hands A new client win, a staff rotation or specialists joining an existing account. ### What the account lead knows The signed scope, the client's approved guidance, your QA checklist and a call with the account lead about what new people get wrong. ### A role brief per account A short brief for each role on the account: scope, approvals, who decides what. You approve it. ### Scope where people read it What is out of scope, and who can say yes to a change, written at the top of the brief. ### A practice task A made-up request in that client's style, done before any live work and never with real client data. ### The account lead reviews The account lead reads the practice work and decides who works on live deliverables. ## Two contract specialists on a retail account You said: "We added two contractors to our biggest retail client, and I spent a week re-explaining their rules." I start with a brief for that account. Example · marketing agency, 1 retail account - Mon Your account director walks me through the scope and the QA checklist - Tue A role brief and a practice request in that client's style drafted - Wed The account director corrects an outdated rule in that client's brief and approves - Thu Assigned to the 2 contractors, on that account only - Fri The account director reviews both practice tasks and decides who starts live work ## For teams that work across languages If part of your team works in Spanish, I prepare the role brief in both languages. Client wording, product names and anything the client approved stay exactly as the client wrote them. - English - Spanish - Both ## What stays with you - I don't make campaigns, ads or videos for your clients - Budgets, launches and commitments to a client stay with your account director - Using a client's material in training needs your rights to it, and you confirm them - Your account lead decides who works on live deliverables ## Goals and pages for agencies ### Goals - [Goal: get new hires working sooner](/outcomes/reduce-time-to-productivity) - [Onboarding](/solutions/onboarding) - [I get pulled in ten times a day](/situations/pulled-in-ten-times-a-day) ### Industries and pricing - [Professional services](/for/professional-services) - [Software companies](/for/saas) - [Nonprofits](/for/nonprofits) - [Pricing](/pricing) - [Hiring](/elvina/hr-recruiter) Job-post drafts, skills checks and interview guides · first calls and interview booking: planned, not available today - [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding - [Coaching](/elvina/coach) Readiness checks · reminders and answers to staff: planned, not available today ## Tell me which client account gets new people next. I'll write its role brief first. A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. No launch date is committed for planned features.